Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Brent Neihart

Brent Neihart

MSF, CFA®

Financial Advisor

Managing Director
Learn more about Brent Neihart Visit Brent Neihart's website
Advisor photo for Doug Royle

Doug Royle

Financial Advisor

Associate Vice President
Learn more about Doug Royle Visit Doug Royle's website
Advisor photo for David Neihart

David Neihart

CFP®

Private Wealth Advisor

Managing Director
Learn more about David Neihart Visit David Neihart's website


Our team

Barbara Pendleton, MBA

Barbara Pendleton, MBA

Client Service Associate

Sean Byron

Sean Byron

Registered Client Service Associate

Roles & Responsibilities

  • Client Administration
  • Account Servicing
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Agnes Wood

Agnes Wood

Registered Client Service Associate

Roles & Responsibilities

  • Marketing
  • Events
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